One Advisory Partners, LLC logo

One Advisory Partners, LLC

Updated today

Client assets under management

$368,477,999

Clients

314

32% high-net worth

Advisors

5

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

63

Typical

Average account size

$1,173,497

About

ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with a combination of financial planning and discretionary investment management. Its private client services include written financial plans, ongoing portfolio monitoring and trade implementation, and a Virtual Family Office that coordinates financial planners, investment managers, tax professionals, and attorneys.

The firm constructs globally diversified portfolios consistent with modern portfolio theory and employs both fundamental and technical analysis, accepting discretionary authority on client accounts. ONE implements strategies primarily through recommended custodial platforms (notably Charles Schwab and Fidelity), may use sub‑advisors or outside platform providers for implementation, and applies ERISA/IRC fiduciary standards when advising retirement-plan or IRA accounts.

ONE maintains an affiliation with Sanders Booze Capital Advisors, an affiliated SEC‑registered adviser that continues to provide investment advisory services to the firm, an adviser-to-adviser relationship that is uncommon among comparable teams. The brochure also notes access to custodian‑sponsored educational conferences and events and the firm’s Virtual Family Office offering that integrates outside tax and legal providers, distinguishing its client service model from many peers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Wealth management

Fee options

Fixed

Fixed fees for financial planning services quoted in advance; Virtual Family Office fees start at $10,000 annual fee plus 0.35% annually on assets managed directly

Project-based

Hourly basis for financial planning services (amount not specifically stated)

Other

Account minimum: $2,000,000 Minimum fee: $10,000 annual minimum fee, may be waived at discretion Fee-only: Financial planning fees quoted in advance, charged hourly or fixed amount; fees negotiable and vary based on complexity; financial planning fees generally do not exceed $50,000 per year when combined with advisory services

Main office location

One Advisory Partners, LLC

5440 W 110 Th St.

Overland Park KS 66211, United States

Number of offices

1

Most active in

California · Colorado · Florida · Kansas · Missouri · Nebraska · North Carolina · Oregon · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Scott R

CFP®, Series 63, Series 65

Brea, CA

One Advisory Partners, LLC

Scott Rojas is a Certified Financial Planner® with 20 years of industry experience. He is currently with One Advisory Partners, LLC and was previously with Eclectic Associates, Inc. for over two decades. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs a portfolio construction approach based on modern portfolio theory, incorporating global diversification and both fundamental and technical analysis.

General retirement planning Retirement income strategy Wealth management
user avatar

Michele G

CFP®, Series 65

Overland Park, KS

One Advisory Partners, LLC

Michele Gawthrop is a CFP® and holds a Series 65 license, with six years of experience in the financial advisory industry. She has been with One Advisory Partners, LLC since 2013. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm applies modern portfolio theory principles, combining fundamental and technical analysis to construct globally diversified portfolios, typically managed on a discretionary basis with regular oversight and reviews.

General retirement planning Retirement income strategy Wealth management
user avatar

Christel T

Series 63, Series 65

Moorseville, NC

One Advisory Partners, LLC

Christel Turkiewicz is a financial advisor at One Advisory Partners, LLC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with Northwest Investment Counselors LLC. Outside of her advisory role, she owns a consulting business called A Time to Flourish. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary investment management. The firm employs a globally diversified investment approach based on modern portfolio theory, combining fundamental and technical analysis to guide portfolio allocations.

General retirement planning Retirement income strategy Wealth management
user avatar

William S

Series 63, Series 65, Series 66

Highlands Ranch, CO

One Advisory Partners, LLC

William Snider is a financial advisor with One Advisory Partners, LLC in Highlands Ranch, CO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Lido Advisors, Colorado Financial Management, Cetera Investment Services, and ANB Bank. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs modern portfolio theory principles, combining fundamental and technical analysis to guide globally diversified portfolios, which are generally managed on a discretionary basis with ongoing oversight.

General retirement planning Retirement income strategy Wealth management
user avatar

Daniel M

CFP®, Series 63, Series 65

Overland Park, KS

One Advisory Partners, LLC

Daniel Miller is a CFP® with 21 years of industry experience, currently serving as an advisor at One Advisory Partners, LLC. He has worked at One Advisory Partners since 2015 and previously spent three years at Origin Financial. In addition to his advisory role, he is an independent insurance agent. One Advisory Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm employs a globally diversified approach based on modern portfolio theory and uses both fundamental and technical analysis to guide portfolio allocations.

General retirement planning Retirement income strategy Wealth management
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